SIT INVESTMENT ASSOCIATES INC - 24 Feb 2026 SCHEDULE 13D Report for MFS CHARTER INCOME TRUST Common Stock (MCR)

Filing manager: SIT INVESTMENT ASSOCIATES INC
Reporting owner: SIT INVESTMENT ASSOCIATES INC
Security: MFS CHARTER INCOME TRUST Common Stock
Beneficially owned shares: 4,097,943 shares
Large-stake signal: Form
SCHEDULE 13D
Active or control-oriented beneficial ownership filing.
Ownership
9.8%
Beneficial ownership of this reported class.
Shares
4,097,943 shares
Shares beneficially owned as disclosed.
Event date
24 Feb 2026
Date tied to the ownership event or amendment.
Accepted by SEC
24 Feb 2026
EDGAR acceptance date.
How to read this large-stake filing
Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
Compare this filing with the holder history and issuer page before treating the percentage as a current position.
Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
Class ownership: 9.8%
Symbol: MCR
Shares outstanding: 41,815,745 shares
SEC form: SCHEDULE 13D
Accepted by SEC: 24 Feb 2026, 17:16:05 UTC
Event date: 24 Feb 2026
Prior SEC filing: 02 Apr 2025
Source filing: View source filing

Key filing fact

SIT INVESTMENT ASSOCIATES INC disclosed 9.8% ownership in MFS CHARTER INCOME TRUST Common Stock (MCR) on 24 Feb 2026.

Key facts

SIT INVESTMENT ASSOCIATES INC filed SCHEDULE 13D for MFS CHARTER INCOME TRUST Common Stock (MCR).
Disclosed ownership: 9.8%.
Date of event: 24 Feb 2026.

This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.

Backed by Schedule 13D/13G

Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.

Reporting persons

Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.

Name	Ownership	Shares owned	Sole voting power	Shared voting power	Signature	Title	CIK
SIT INVESTMENT ASSOCIATES INC	9.8%	4,097,943	0	4,097,943	/s/ Roger J. Sit	Roger J. Sit, Chairman & CEO	0000769317
SIT FIXED INCOME ADVISORS II LLC /ADV	9.8%	4,097,943	0	4,097,943	/s/ Roger J. Sit	Roger J. Sit, Chairman & CEO	0001053046

CIK / CUSIP context first

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